Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,986,084
-$89,497 QoQ
Shares Held
12,941
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#634
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Freestone Capital Holdings, LLC holds $9,276,730 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (53.7% of the industry book) .
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,986,084 | 12,243 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $5,075,581 | 11,933 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,176,491 | 11,819 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $5,688,666 | 11,688 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,059,617 | 11,492 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $5,897,516 | 11,607 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,726,846 | 11,499 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $5,915,299 | 11,450 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,992,969 | 11,195 | Shares | Defined | 2024-11-22 | |
| 2024-03-31 | $4,586,776 | 10,781 | Shares | Defined | 2024-11-22 | |
| 2023-12-31 | $4,582,729 | 10,403 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,676,755 | 10,062 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,712,642 | 9,261 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $3,026,046 | 8,777 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,004,747 | 8,971 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,815,937 | 9,222 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,389,475 | 10,056 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $4,289,661 | 10,458 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $812,191 | 1,721 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $374,328 | 881 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $315,225 | 768 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $247,361 | 701 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $202,497 | 616 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $190,036 | 527 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $271,491 | 824 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $260,243 | 1,062 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||